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Company (single-line text)
Lead name (originally the Summary field - with JExcel you have the option to rename Jira fields in a convenient and simple way, only in your JExcel workbooks)
KAM (user picker)
Contract value (EUR) (number)
Propbability for contracting ( % ) (number)
Expected revenue (this is a special JExcel calculated “column”, technically it is like you have created a scripted Jira custom field without script knowledge and without Jira admin permissions/knowledge. Columns like this exist only in your workbook so you can imagine the benefits of such “virtual fields”, e.g. fields visible only to younumber)
CRM lead workflow:
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How can JExcel support your work as a Sales manager or as a Key Account Manager:
See CRM Lead data in one excel-like view
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Colour Jira tickets representing leads and keep organized your Jira tickets - use flags
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Manage lead status in one view
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Compare contract values, expected revenues with showing charts (in case the same currency applies to all leads).
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Create reports for KAMs, leads, new contracts - use filters
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Create reports for specific time frame
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Visualize numeric values
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Filter and visualize numeric values at the same time - show contract values in a certain time period
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Filter numeric values
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See average/sum/min/max values for numeric or financial columns.
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Manage upcoming dates like date of next action or next meeting
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Rename your Jira fields to better suit your needs (it will only be visible in your workbook, the original name of fields will be shown when viewing issues in Jira)
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Create new tasks directly from your workbook
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View task details directly from your workbook by opening JExcel sidebar (similar to issue detail view in agile boards)
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See if your colleagues left you a comment about a lead or uploaded a new document - just have to show comment and attachment columns
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